Our Team Scott Grooms, CERTIFIED FINANCIAL PLANNER™ Founder and CEO of Grooms Wealth Management (415) 381-7585 (415) 381-7582 email@example.com The heart and soul of Grooms Wealth Management is Scott Grooms, an industry veteran with over twenty four years of experience working in the wealth management arena. Scott’s early years at Charles Schwab & Co. instilled his passion for educating investors and helping clients with his hands-on approach to financial planning. At Schwab, he developed and refined his skills delivering investment education and financial advice tailored to individualized client needs. As a Financial Advisor and Retirement Planning Specialist at Morgan Stanley Dean Witter, Scott furthered his focus by working in partnership with clients to collectively manage their individual assets and help them secure their financial future. Later, he joined Smith Barney's Private Client Group in San Francisco as a Second Vice President of Investments and Financial Consultant. At Smith Barney, Scott was one of few investment advisors to leverage various technologies to administer a true comprehensive wealth management system, enabling his clients to better understand their full financial health. Scott holds a BS in political science from the University of California at Irvine and is a CERTIFIED FINANCIAL PLANNER™ professional. With Scott’s experience and education, his clients are empowered with the assurance that every facet of their financial lives is cohesively directed and proactively furthered.When not serving his clients, Scott is an ardently dedicated family man who simply enjoys quality time and living life with his wife and two sons. He loves the outdoors and enjoys hiking the scenic trails of Marin, back-packing, mountain biking, playing golf, reading and listening to music. Based in Mill Valley, Scott is an integral participant in his community by contributing financially to local schools and charities and volunteer coaching numerous sports teams.Professional CredentialsCERTIFIED FINANCIAL PLANNER™FINRA: Series 7-General Securities Registered RepresentativeSeries 8-General Security Sales SupervisorSeries 63-Uniform State ExamSeries 65-Investment Advisory AgentLife and Health Insurance Agent License-State and National Annuity and Life Licenses, CA License #0B33954Series 7, 8, 63 and 65 held through LPL Financial Halley Craig Branch Operations Manager firstname.lastname@example.org In her role as Branch Operations Manager at Grooms Wealth Management, Halley provides customer service and support to our clients, and is responsible for everyday operations, including account management, trading assistance, and meeting preparation.Prior to joining the Grooms Wealth Management team in 2017, Halley started her career in the financial services industry in 2011 by working for her dad at LPL Financial. She passed her Series 7 and 66 exams in 2012, and became a Certified Financial Planner™ professional in 2015.Halley grew up in Marin County and now lives in Greenbrae with her amazing husband. In her spare time, she loves crafting and watching Hallmark movies, relaxing at the beach or at her family’s rustic cabin in the woods, hiking, reading, and cheering on her favorite team….Go Giants!! Stacy Spaniolo Branch Operations Manager email@example.com In her role as branch operations manager, Stacy oversees all aspects of client servicing, administration and operations for Grooms Wealth Management. After graduating from St. Mary’s College in Notre Dame, IN and living in Milan, Italy, she entered the financial services industry in 1999 working for Prudential Securities in La Jolla, California. She soon became licensed as a registered assistant, overseeing the fixed income investing and client servicing for several time share/HOA clients including Marriott, Ritz Carlton and the Four Seasons properties.She eventually moved on as a branch administration manager for the La Jolla Smith Barney branch until she was given the opportunity to partner up with a top tier financial advisor at Wachovia Securities, managing predominantly ultra-high net worth and institutional clients.Stacy joined an LPL Financial-affiliated office in Sacramento, CA and joined Grooms Wealth Management in 2009 as part of her move to Marin to live closer to family. She lives in Greenbrae with her young daughter and regularly enjoys all the beauty and outdoor adventure that Marin County offers. She loves sports, hot weather, spending time with local family, road trips, her family cottage in Northern Michigan and anything Italian. Scott Maclise Partner Emeritus Scott began his career in 1979 at Dean Witter Reynolds in San Rafael as a Registered Representative. In 1981 he moved his practice to Merrill Lynch, also in San Rafael, and in his 8 years with them took positions as Assistant Manager and Manager while continuing to assist his many clients. In 1989 Merrill closed this office and Scott transferred to Shearson Lehman Bros. to remain in Marin County to better serve his clients. After 3 years the call to become independent became strong and he moved his business to LPL Financial. He has remained with LPL Financial as an independent financial advisor in Marin County for the past 27 years while LPL grew from a small private firm to a very large publicly traded company. Scott Grooms and Scott teamed together in 2015 to form Maclise Grooms Wealth Management, joining their combined 60-plus years of experience to best assist their clients by providing comprehensive financial planning and investment management services.Scott has lived in Marin since 1956 and has been active in volunteering in coaching and board participation in baseball, soccer, basketball and swimming in the San Anselmo area. Non-profits such as The Drake Fund, Sleepy Hollow Swim Team, Meadow Club and Buckelew Programs have been volunteer passions over the past 35 years.Scott’s spare time now includes golf, hiking, photography, reading, gardening, Giants games,and summers at his family's mountain cabin in the High Sierra. Scott and his wife, Peggy, have 2 grown children and are herded along by their loyal miniature Aussie, Jake.