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
- 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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