# Groom Financial Advisory

Groom Financial Advisory is a RIA based in Virginia Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Virginia Beach, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** https://groomfinancialadvisory.com

## Regulatory record

- **CRD number:** 129076
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129076

## About

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.

## Sectors

- Real Estate
- Private Credit
- Financial Services

## People

- Robert Groom — Principal

## 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.

## Related profiles

- [Harbor Light Planning](https://altss.com/profile/harbor-light-planning)
- [Strategic Financial Alliance](https://altss.com/profile/strategic-financial-alliance-llc)

---

Last updated: 2026-07-08T23:55:48.104Z

Canonical page: https://altss.com/profile/groom-financial-advisory

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology