FAQs

Check out this FAQ section for answers to common questions about financial planning and services at Groom Financial Advisory. From the planning process to fees and investment strategies, get valuable insights for your financial journey. For more help, reach out to Marshall directly.

Financial planning involves multiple steps aimed at evaluating your current financial situation and creating a roadmap to achieve your future goals. It’s essential to understand that financial planning is an ongoing process, not a one-time event.

The process starts by identifying goals, priorities, and values. Whether it’s reducing taxes, funding education, or securing retirement, a tailored plan is created to suit unique circumstances. The plan is then implemented and monitored to ensure effectiveness.

Though it may seem overwhelming initially, following a well-structured plan can lead to achieving goals with confidence. At Groom Financial Advisory, the aim is to make the process as seamless as possible, offering professional advice and ongoing support.

Services cater to individuals from diverse backgrounds and financial situations. Whether seeking a one-time consultation or comprehensive financial planning, assistance is available to meet various needs. Additionally, financial education programs are offered to corporations and organizations.

Fee-Only financial planners prioritize clients’ interests by eliminating conflicts of interest associated with commissions. Unbiased advice is provided, adhering to strict ethical standards. Transparency and integrity are at the core of the practice.

While financial products aren’t sold, recommendations and guidance on obtaining suitable products and services are offered. Whether it’s insurance policies, investments, or estate planning, clients are directed to reputable resources.

While comprehensive planning offers numerous benefits, tailored advisory services based on specific needs are also offered. Whether it’s cash management, investment analysis, or education funding, clients are supported.

Access to Groom Financial Advisory’s tailored financial solutions is available to clients who meet specific financial criteria, ensuring that individuals are equipped with the resources necessary to achieve their financial objectives

Services cater to those seeking sophisticated financial planning or simply a second opinion. Investment management services are offered to streamline financial journeys and ensure clients stay on track.

Corporate education programs are offered to enhance employee participation in benefit programs. Custom-built educational initiatives for organizations can be discussed.

From mutual funds to retirement plans, guidance on various financial instruments is provided. Expertise covers a wide range of financial concerns, ensuring comprehensive support for clients.

No, there’s no obligation to purchase recommended products. Suggestions are made based on needs and objectives, allowing exploration of options and informed decisions.

The investment philosophy emphasizes long-term strategies and diversified portfolios tailored to goals and risk tolerance. Informed decision-making and patient investing are valued.

Financial planning fees are based on the time spent on consultations and analysis. Investment management fees are a percentage of the portfolio managed, ensuring transparent pricing.

Financial planning fees vary based on the complexity of the situation. Estimates are provided after a thorough assessment of needs.

Yes, fees for financial advice may be tax-deductible under certain conditions. Consult a tax advisor for more information.

While engagement may conclude for some, ongoing services and periodic reviews are offered. Continuous support and communication ensure financial plans remain relevant.

To begin, reach out via phone or email to schedule a no-cost, no-obligation consultation. Needs will be discussed to determine the best course of action to achieve financial goals.

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

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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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