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

 
 

        

RE: Retirement Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

 

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A Look at Diversification

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Women and Financial Strategies

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A Look at Systematic Withdrawals

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Power of Tax-Deferred Growth

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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