Groom Financial Advisory

Charting Your Path to Financial Success

Welcome to Groom Financial Advisory, a place where we strive to simplify the complexities of the financial landscape and empower our clients to confidently achieve their goals. Our comprehensive planning and tailored investment strategies ensure that each client is guided every step of the way on their financial journey.

Fee-Only Approach

At Groom Financial Advisory, we prioritize transparency and integrity above all else. As a Fee-Only practice, our compensation is solely based on assets under management or project fees, ensuring there are no hidden agendas, conflicts of interest, or sales pressure. Our clients benefit from financial guidance that is free from commissions or third-party incentives, allowing them to make informed decisions for their financial well-being.

Inclusive Service Model

With offices in Virginia Beach and Richmond, we proudly serve clients across the Commonwealth and beyond. Our inclusive service model invites clients from all backgrounds and situations to embark on a tailored journey towards financial clarity and security. We understand, respect, and prioritize each client's unique circumstances, providing a welcoming environment for individuals at any stage of their financial journey.

Embark on Your Financial Journey

*Getting Started is Simple*

Getting started on your financial journey is easy with Groom Financial Advisory. Our complimentary Discovery Meeting allows individuals to explore their financial aspirations and requirements, tailoring services to their unique goals and needs. When you're prepared to map out your financial journey, we collaborate with you to determine the services and client tracks that align best with your needs, fostering greater peace of mind.

Financial Expertise

*Empowering Financial Futures*

At Groom Financial Advisory, Marshall H. Groom, Jr. is dedicated to delivering approachable and unbiased financial guidance to individuals from diverse backgrounds. Through his professional, Fee-Only approach, Marshall empowers clients to make informed decisions for their financial well-being. As a dedicated consumer advocate and fiduciary, Marshall prioritizes the best interests of his clients, providing ongoing support and guidance.

*Retirement Planning*

Assisting clients in strategically preparing for retirement is a key focus at Groom Financial Advisory. We help you set personalized goals, assess existing financial resources, and craft comprehensive strategies to ensure a comfortable retirement lifestyle.

*Investment Management*

Our investment management services help clients strategically manage their investments to achieve and sustain long-term financial goals while carefully considering risk tolerance and prevailing market conditions.

*College Savings*

We develop customized savings plans and investment strategies to effectively fund higher education expenses for clients' children or grandchildren, ensuring their educational aspirations are met.

*Estate Planning*

Groom Financial Advisory helps clients protect and distribute their assets according to their wishes through wills, trusts, and other estate planning tools.

*Tax Planning*

Minimizing tax liabilities and maximizing overall tax efficiency is crucial for a comprehensive financial plan. We offer strategic planning and investment decisions tailored to your unique situation.

*Risk Management & Insurance*

Assessing insurance needs and recommending coverage for protection against unexpected events such as disability, illness, or death is an essential aspect of financial planning. We ensure our clients are protected and prepared for life's uncertainties.

Count on Expert Guidance and Support

With decades of experience, a commitment to Fee-Only financial planning, and a dedication to client success, Groom Financial Advisory is your trusted partner for navigating your financial journey with confidence and clarity. Let us be your guide every step of the way.