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Disclosure


Groom Financial Advisory 
is a proud member of the following societies and adheres to their standards of professional excellence and integrity:
 
 
 
   Commitment to Continued Education  
 
The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to, and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Marshall Groom is a CERTIFIED FINANCIAL PLANNERTM Practitioner.
 
  
 
Commitment to Objectivity
 
Marshall Groom is a member of NAPFA, the National Association of Personal Financial Advisors (www.napfa.org). NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, insurance companies and estate attorneys. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.
 
 
  Commitment to Excellence

Marshall Groom is a Registered NAPFA Member. The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With 800+ members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to the following fiduciary oath:
  • The Advisor shall exercise his / her best efforts to act in good faith and in the best interest of the client.
  • The Advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will reasonably compromise the impartiality or independence of the advisor.
  • The Advisor, or any part in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.
  • The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business
 
 
 Commitment to helping people from all walks of life
 
Marshall Groom is a member of The Garrett Planning Network, Inc., an international network of professional, Fee-Only financial advisors who are dedicated to providing independent, objective financial planning and advice to people from all walks of life. As staunch consumer advocates and Fee-Only client fiduciaries, Garrett Network Members continue to demonstrate their commitment to serving the public's best interests by making competent, Fee-Only financial advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Garrett Network members believe, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Garrett Network members offer the same quality, professional advice to all clients, not just the affluent.
 
 
 


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