Broker Check

G
ROOMS
W
EALTH
M
ANAGEMENT

Scott E. Grooms

CERTIFIED FINANCIAL PLANNER™

(415) 381-7585

250 Camino Alto
Suite 200
Mill Valley, CA 94941

 
 

        

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Grooms Wealth Management is a hands-on full service wealth management firm. We proactively and cohesively manage every aspect of your financial well-being because we believe your financial health is as important as your physical and mental well-being. We start by identifying your life vision, financial goals and expectations. Based on these goals we develop a comprehensive financial plan that not only provides for potential growth and wealth protection, but anticipates and guides you through critical life milestones. Our professional and dedicated team can provide you with the guidance and tools to help cultivate and secure your financial health so you can enjoy the comfort and balanced lifestyle it provides.


Grooms Wealth Management System


With the Grooms Wealth Management System, all of your financial records are updated daily and accessible in ONE place. Imagine a single platform through which all your financial matters are managed -- your assets, your private documents, your financial and estate plan, as well as your retirement and cash flow models. With the ability to login with a secure encrypted password 24/7 to view your consolidated assets, you know at any given moment where your finances stand. Our platform summarizes and simplifies your financial plan. Your financial picture is only a click away whenever and wherever you are. This simplifies your financial snapshot leaving you with less stress and more quality time. Click Here to view a demo of the Grooms Wealth Management System.

Helpful Content

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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

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Four Reasons Millennials Need an Estate Strategy

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Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This calculator can help you estimate how much you may need to save for retirement.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Learn more about taxes, tax-favored investing, and tax strategies.

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There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Understanding the cycle of investing may help you avoid easy pitfalls.

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How will you weather the ups and downs of the business cycle?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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