Groom Financial Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Groom Financial Advisory provides personalized, fee‑only financial planning and investment management to individuals, families, small businesses, trusts and other organizations. The firm offers standalone hourly financial planning engagements as well as ongoing discretionary portfolio management implemented primarily with no‑load mutual funds, exchange‑traded funds and individual securities held at discount custodians.
The adviser emphasizes a long‑term, fundamental buy‑and‑hold investment philosophy that prioritizes asset allocation and global diversification, and formalizes client goals and constraints in a written Investment Policy Statement. Investment management accounts receive continuous monitoring with semi‑annual reviews, and clients receive custodial account statements while the firm also administers proxy voting on client securities.
Distinctive features include managing roughly $97.5 million across a relatively small client base while operating with a small staff across three offices and handling the large majority of assets on a discretionary basis. The firm is strictly fee‑only (accepting no commissions), maintains an information security program and formal business continuity/succession arrangements with another advisory firm, and requires its advisors to meet CFP certification standards.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually
$180 per hour for Financial Planning services
Minimum fee: Minimum fee is $375 per quarter ($1,500 per year) Fee-only: Hourly fees for Financial Planning are $180 per hour, billed in 6-minute increments; fees are negotiable.
Main office
Virginia Beach VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Groom Financial Advisory · Groom, Marshall, Hall, Jr.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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