Marshall Groom
Groom Financial Advisory · Virginia Beach, Virginia
Marshall Groom is a fee-only financial advisor at Groom Financial Advisory in Virginia Beach, Virginia, who holds the CFP and JD credentials. Marshall charges a percentage of assets and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Groom Financial Advisory |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model | Percentage of assets · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $97.5M across 202 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in VA · CRD 4167840 |
| Exams passed | Series 63 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | groomfinancialadvisory.com |
How Marshall's firm compares
- Groom Financial Advisory's average account is about $483,000, from its Form ADV (assets managed divided by 202 accounts).
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Questions about Marshall
Is Marshall Groom a fee-only financial advisor?
Yes. Marshall Groom is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Marshall's firm.
How does Marshall charge for financial advice?
Marshall charges a percentage of assets and a one-time planning fee.
Where is Marshall Groom based?
Marshall Groom is based in Virginia Beach, Virginia.
What does Marshall specialize in?
Marshall's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Marshall Groom hold?
Marshall Groom holds the CFP and JD credentials.
Is Marshall Groom registered with the SEC?
Yes. Marshall Groom is registered as an investment adviser representative in VA (CRD 4167840), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Groom Financial Advisory manage?
Groom Financial Advisory reports $97.5M across 202 accounts in assets under management.
How do I contact Marshall Groom?
Through Marshall's website, groomfinancialadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Groom Financial Advisory website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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