Groom Financial Advisory

Groom Financial Advisory is a registered investment advisor founded in 2004, offering personalized financial planning and investment management to individuals, families, and small businesses. Operating on a fee-only basis, Groom Financial Advisory does not sell commissioned products like insurance or annuities and does not accept referral fees. The firm designs customized investment portfolios primarily using no-load mutual funds and exchange-traded funds, focusing on global diversification, asset allocation, and a long-term buy-and-hold strategy. In addition to ongoing portfolio management with semi-annual reviews, Groom Financial Advisory provides project-based or hourly financial planning covering areas such as retirement planning, tax strategies, estate planning, education funding, cash flow, and debt management. Clients maintain asset control through qualified independent custodians.