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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Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Insurance Needs Assessment: For Empty Nesters and Retirees

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When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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The federal government requires deceased individuals to file a final income tax return.

Money that Buys Good Health is Never Ill Spent

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This questionnaire will help determine your tolerance for investment risk.

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Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Assess how many days you'll work to pay your federal tax liability.

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Retirement Plan Distributions

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

Tax Management Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

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There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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