Groom Financial Advisory is an independent, fee-only financial planning and investment management firm based in Richmond, Va. We seek to empower our clients to make the best financial choices possible through unbiased advice without the sale of financial products or commissions. Our services are tailor made to respond to your priorities whether the need be for a financial checkup, advice on a specific financial issue, comprehensive planning, investment management or any combination thereof. Comprehensive financial planning includes retirement planning strategies, cash flow analysis, portfolio analysis and review, college planning, risk management, and estate and tax planning. Our investment management process starts with an asset allocation that matches your financial goals, investment time horizon, and volatility preference and continues with ongoing implementation, monitoring and tactical adjustments.
 
Groom Financial Advisory aims to simplify the complexities of finances in order to enhance the quality of your life, time and resources. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, we can help you along the way.

Groom Financial Advisory

Org chart

Teams

Offices