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.

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