About Groom Financial Advisory

The Founder

Marshall H. Groom, Jr., JD, CFP®, the founding principal of Groom Financial Advisory, leads his independent Registered Investment Advisory firm based in Virginia Beach and Richmond. A proud native of Virginia, Marshall returned to his home state in 2004 to establish Groom Financial Advisory, drawing on over 24 years of expertise as an Estate Planning Attorney and Certified Financial Planner™️ practitioner.

Marshall holds a Bachelor of Business Administration from James Madison University and a Juris Doctor from The Dickinson School of Law at Penn State University. As a member of esteemed organizations like the Trust and Estates Section of the Virginia State Bar, the National Association of Personal Financial Advisors (NAPFA), and the Garrett Planning Network, Marshall brings a wealth of knowledge, experience, and commitment to Groom Financial Advisory’s practice.

The Practice

Specializing in Fee-Only financial planning and investment management, Groom Financial Advisory is renowned for its integrity and trustworthiness, serving individuals, families, and corporate executives with distinction. Marshall’s steadfast dedication to the Fee-Only model ensures clients receive impartial advice, laying the foundation for informed financial decisions.

Whether providing ongoing asset management or hourly services, Marshall is dedicated to equipping clients with tailored solutions that inspire confidence and clarity in their financial journey. With Marshall’s unwavering guidance and commitment, clients can trust that their financial well-being is his top priority as he consistently aims for excellence, delivering personalized service to meet their unique needs and aspirations. At Groom Financial Advisory, clients can expect a partnership built on transparency, integrity, and a shared commitment to financial success.

Our Clients

At Groom Financial Advisory, personalized service is paramount. Marshall ensures that clients receive the same level of care and attention, embodying his commitment to providing an inviting and supportive environment for all financial discussions. Whether you’re planning for retirement, navigating a major life transition, or seeking to optimize your investment portfolio, Marshall is here to listen, understand, and guide you every step of the way towards achieving your financial goals and securing your path to financial freedom.

As an independent planner, Marshall upholds a fiduciary responsibility to always prioritize his clients’ interests, ensuring that his advice is objective, unbiased, and tailored to your individual needs. With Marshall at Groom Financial Advisory, you can trust that your financial well-being is his top priority, allowing you to feel confident and empowered as you navigate your financial journey.

Groom Financial Advisory is a proud member of the following societies and adheres to their standards of professional excellence and integrity:

Certified Financial Planner

The Certified Financial Planner Board of Standards is leading the way in regulating the financial planning profession. Committed to maintaining top-tier standards in personal financial planning, it ensures widespread access to and advantages from proficient financial guidance. Individuals who satisfy the stringent certification criteria are proudly certified by the CFP Board, earning the privilege to display its esteemed certification trademark. Marshall Groom is a distinguished CERTIFIED FINANCIAL PLANNER™️ Practitioner, certified through the CFP Board.

Fee-Only Advisor

Marshall Groom is a proud member of NAPFA, the National Association of Personal Financial Advisors (www.napfa.org), where he practices Fee-Only financial planning. This client-centered approach ensures recommendations are unbiased by compensation from financial product vendors, guaranteeing the best interests of the client are always prioritized. As a Fee-Only advisor, Marshall provides comprehensive and objective financial guidance, without any compensation contingent on product transactions.

National Association of Personal Financial Advisors

Marshall Groom proudly holds the designation of Registered NAPFA Member, aligning himself with the esteemed National Association of Personal Financial Advisors (NAPFA), renowned as the largest association of Fee-Only financial planners in the United States. With a vast network boasting over 800 members and affiliates across 45 states, NAPFA sets the gold standard in financial planning ethics and professionalism.

At the core of NAPFA’s ethos lies a stringent fiduciary oath, which Marshall wholeheartedly embraces:

  • First and foremost, he pledges to act in the client’s best interest, demonstrating unwavering integrity and good faith in all interactions.
  • Marshall is committed to providing transparent, written disclosure of any conflicts of interest that may arise, ensuring clients are fully informed and empowered to make sound financial decisions.
  • As a Fee-Only advisor, Marshall upholds the principle of impartiality by refusing any compensation contingent upon client transactions, safeguarding against conflicts of interest.
  • Furthermore, Marshall rejects any form of compensation or fees received from referrals, ensuring that his recommendations are solely driven by the client’s needs and objectives.

By adhering to these principles, Marshall embodies NAPFA’s commitment to excellence and integrity, delivering comprehensive and unbiased financial guidance that prioritizes the best interests of his clients above all else.

Link to: Get in touch

Any more questions? Please reach out!

Navigate your financial journey with confidence and clarity. Count on expert guidance and support every step of the way.

CONTACT

Groom Financial Advisory | 305 Back Bay Crescent | Virginia Beach, VA 23456
Phone: (757) 689-8866 | Email: info@groomfinancialadvisory.com

DISCLAIMER

All content on this site is for informational purposes only. Opinions expressed herein are solely those of Marshall H. Groom, Jr., Principal, Groom Financial Advisory. Information provided, including stock quotes, charts, and articles, is sourced from reliable sources, but accuracy and completeness cannot be guaranteed. Consult your individual advisor before implementing any information or ideas discussed. Links to other sites do not constitute a recommendation by Groom Financial Advisory. We offer Fee-Only financial planning and investment advisory services through Groom Financial Advisory, a registered investment advisory firm in Virginia. This website is not a solicitation for investment advisory services, except where permitted by law. Past performance is not indicative of future results. We and our information providers are not liable for errors or inaccuracies, nor for any delays in transmission. No warranties, expressed or implied, are provided regarding accuracy, completeness, or results obtained from this website or linked sites.

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All rights reserved. Material on this site is copyright protected and may not be reproduced without written permission. Certain articles and commentary are ©2000 AdvisorSites, Inc., Andrew Gluck, Principal. Other text, articles, and logos are ©2024 Groom Financial Advisory, Marshall H. Groom, Jr., Principal. Website designed by OAK & Art LLC 2024.