Marshall H. Groom

Marshall H. Groom Jr.

| CFP®, JD

Groom Financial Advisory

Fee Only Financial Planner Located in Virginia Beach, VA and Serving Clients Statewide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

4445 Corporation Lane
Suite 200
Virginia Beach, VA 23462

1518 Willow Lawn Drive
Suite 300
Richmond, VA 23230

305 Back Bay Crescent
Virginia Beach, VA 23456

Marshall Groom is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Groom Financial Advisory is an independent, fee-only financial planning and investment management firm with offices in Virginia Beach and Richmond, Virginia. We seek to empower our clients to make the best financial choices possible through unbiased advice without the sale of financial products or commissions. Our services are tailor made to respond to your priorities whether the need be for a financial checkup, advice on a specific financial issue, comprehensive planning, investment management or any combination thereof. Comprehensive financial planning includes retirement planning strategies, cash flow analysis, portfolio analysis and review, college planning, risk management, and estate and tax planning. Our investment management process starts with an asset allocation that matches your financial goals, investment time horizon, and volatility preference and continues with ongoing implementation, monitoring and tactical adjustments.

 

Groom Financial Advisory aims to simplify the complexities of finances in order to enhance the quality of your life, time and resources. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, we can help you along the way.