Marshall Groom (CFP®, JD)

Marshall Groom focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Marshall H. Groom, Jr. is the founding principal of Groom Financial Advisory, a financial planning and Registered Investment Advisory firm headquartered in Richmond, VA with additional offices in Virginia Beach, VA. The firm specializes in providing Fee-Only Financial Planning and Investment Management Services to individuals and families, on either a one-time, as needed or ongoing basis. Marshall is an Estate Planning Attorney, a CERTIFIED FINANCIAL PLANNER, TM practitioner, member of the Trust and Estates Section of the Virginia State Bar, the Financial Planning Association, and the National Association of Personal Financial Advisors. He holds a Bachelor of Business Administration from James Madison University and a Juris Doctor from The Dickinson School of Law at Penn State University. Prior to establishing his Fee-Only financial planning practice, he worked in the areas of trust and estate administration, estate planning and financial planning for nationally recognized wealth management firms in New York and San Francisco.

NAPFA Start Date

October 29, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4860 Cox Road Suite 200 Glen Allen, VA 23060 Phone: (804) 615-4458

Other Offices

305 Back Bay Cres Virginia Beach, VA 23456-4401 Phone: (757) 689-8866
4445 Corporation Ln Ste 200 Virginia Beach, VA 23462-3262 Phone: (757) 689-8866