MG
CFP
MG
CFP

Matthew Lindsay Groome

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
325 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$444.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1127-B Hendersonville Road, Asheville, NC, 28803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is a registered representative with Valmark Securities, dedicating about 10-20% of his time, and a financial advisor with Colton Groome Financial Advisors, Inc., dedicating nearly full-time hours. He also has ownership or management roles in several other businesses, including fixed life insurance sales through Colton Groome Insurance Advisors, Inc.

Employment History
Current Registrations
Colton Groome Financial Advisors, LLC
January 2010 - Present · 16 yrs 1 mo
Valmark Securities, INC.Broker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Valmark Advisers, INC.
January 2010 - August 2018 · 8 yrs 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.