Patrick Grooms
Westwind Capital · Las Cruces, New Mexico
Patrick Grooms is a fee-only financial advisor at Westwind Capital in Las Cruces, New Mexico, who holds the CFP and CFA credentials. Patrick charges a percentage of assets (a $250,000 asset minimum) and focuses on estate & legacy planning, tax planning and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Westwind Capital |
|---|---|
| Based in | Las Cruces, New Mexico |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $795.9M across 2,131 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NM, TX · CRD 5721859 |
| Exams passed | Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.ww-capital.com |
| Profile |
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Questions about Patrick
Is Patrick Grooms a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Westwind Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick charges a percentage of assets.
How much does Patrick charge?
According to Westwind Capital's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Patrick Grooms based?
Patrick Grooms is based in Las Cruces, New Mexico.
What does Patrick specialize in?
Patrick's specialties include estate & legacy planning, tax planning and family wealth transfer. Patrick works with multi-generational families.
What credentials does Patrick Grooms hold?
Patrick Grooms holds the CFP and CFA credentials.
Is Patrick Grooms registered with the SEC?
Yes. Patrick Grooms is registered as an investment adviser representative in NM and TX (CRD 5721859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westwind Capital manage?
Westwind Capital reports $795.9M across 2,131 accounts in assets under management.
How do I contact Patrick Grooms?
Through Patrick's website, www.ww-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Westwind Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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