Services

Start Your Journey

At Groom Financial Advisory, tailored financial solutions are offered to empower clients with cost-effective, tax-efficient strategies aligned with their goals. From detailed Initial Financial Plans to expert investment management and periodic updates, clients are guided toward their financial goals with professionalism and assurance. Learn more about the process and strategy below.

Financial Planning

Groom Financial Advisory tailors financial strategies to your goals and circumstances, guiding you through retirement, taxes, education, estate planning, and investments with ongoing support for clarity and confidence.

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Mapping Your Financial Course

In the realm of financial planning, the journey begins with crystallizing aspirations. Goals may span from securing a comfortable retirement and navigating tax efficiency to acquiring a home or funding education. Moreover, financial planning extends to wealth preservation, legacy building, risk mitigation, and instilling peace of mind through prudent foresight.

Next, the current financial landscape is assessed, encompassing income streams, expenditures, investment portfolios, retirement provisions, insurance coverage, and indebtedness.

This comprehensive snapshot lays the groundwork for charting a path forward.

Guided by objectives and financial reality, services encompass a spectrum of strategies, including:

Personalized retirement planning
Insights on funding education
Estate planning expertise
Tax optimization tactics
Portfolio scrutiny (including employer-sponsored plans)
Cash flow analysis
Mortgage considerations
Stock option guidance
Lump sum distribution advisories
Evaluation of life and disability insurance needs

Additionally, Groom Financial Advisory offers a fresh perspective on existing investments or financial plans, ensuring alignment with clients’ goals and values. At every stage, the aim is to empower clients with informed decisions and tailored solutions to navigate life’s financial complexities with confidence.

In the culmination of this process, the focus is on determining the optimal pathway to translate aspirations into reality, leveraging clients’ current financial standing as a springboard for progress. Ultimately, the financial plan serves as a roadmap, delineating the present position, charting the destination of dreams, and plotting the strategic course to bridge the gap between the two.

Steering Your Financial Path

At Groom Financial Advisory, Marshall believes in crafting personalized asset allocations to suit each client’s unique financial goals, investment horizon, and risk tolerance. His approach begins with designing a tailored allocation across equities, fixed income, alternative investments, and cash, documented in the Investment Policy Statement.

Once established, Marshall implements investments in low-cost, tax-efficient vehicles like mutual funds and ETFs. For equities, he considers market capitalization, investment style, and sector diversification, while fixed income allocation is meticulously balanced for duration, maturity, and domestic versus foreign exposure. Alternative investments, such as commodities and REITs, offer further diversification opportunities.

Marshall regularly reviews and rebalances portfolios to maintain target asset allocations, adjusting as needed based on market conditions or client changes.

Communication is key. Clients benefit from his Quarterly Commentary, offering insights on the economy and his investment strategy. Biannual Portfolio Reviews provide a chance to assess performance, discuss comfort levels, and address any life changes. Annual reports offer detailed performance analysis and tax information.

His Investment Management Services include:

Fiduciary responsibility
Risk Tolerance Assessment
Asset Allocation and Portfolio Design
Investment Policy Statement
Regular meetings and communications
Portfolio supervision and trading
Tax management in taxable accounts
Quarterly Commentary and Semi-Annual Portfolio Review
Semi-Annual Performance, Transaction, and Gain/Loss Reports

With Groom Financial Advisory, rest assured your financial future is in expert hands, navigating the path to prosperity with clarity and confidence.

Investment Management

Tailored asset allocation and strategic investment supervision form the cornerstone of Groom Financial Advisory’s Investment Management services, providing clients with a personalized roadmap towards financial success.

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Ready to chart your financial future?

Experience personalized guidance and unwavering dedication as you navigate the path to enduring financial success.

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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.