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Groom Financial Advisory
GROOM FINANCIAL ADVISORY is a state-registered investment adviser with $98 million in regulatory assets under management. The firm manages $94 million on a...
Groom Financial Advisory
GROOM FINANCIAL ADVISORY is a state-registered investment adviser with $98 million in regulatory assets under management. The firm manages $94 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Virginia Beach
Corporate office
Charlotte, NC, United States
Principals
Robert Groom
Principal
Sector focus
Frequently asked questions
How did Robert Groom build the underlying family wealth?
Robert Groom's wealth was generated through operating businesses in mortgage origination, residential real estate development, and private lending. This is not liquidity from a single corporate exit but rather accumulated through decades of principal-level activity in financial services and real estate across North and South Carolina.
Which geographic markets does Groom Financial Advisory target?
The firm concentrates on the Southeastern United States, with a primary focus on the Carolinas. This regional concentration reflects Groom's professional roots and the local-market knowledge intrinsic to its direct real estate and credit underwriting approach. No investments outside the Southeast are publicly documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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