Marshall Groom
Richmond, Virginia, 23220
Member Since 2010
Groom Financial Advisory is an independent, fee-only financial planning and investment management firm based in Richmond, Va. We seek to empower our clients to make the best financial choices possible through unbiased advice without the sale of financial products laden with commissions. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations for your children, and a legacy for your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to an advisor that always puts your needs first.
My Location
Background Information
Years of Financial Experience
- 16
Education
- Dickinson School of Law/Penn State University (Juris Doctor)
- James Madison University (BBA)
Certifications and Designations
- CFP®
- JD
Association Memberships
- NAPFA
- FPA
- Garrett Planning Network
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Primary Custodian(s)
- Scottrade
Types of Financial Reports
- Performance Report (Semi-Annually)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 129076
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Groom Financial Advisory
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.GroomFinancialAdvisory.com
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