GroomsFinancialAdvocacy
About Us
Welcome to Grooms Financial Advocacy, LLC.
Here at Grooms Financial Advocacy, our mission is to:
Educate you on your financial options.
Empower you to take control of your journey.
Guide you toward decisions that build long-term security.
For far too long, financial safety has been treated as a one-size-fits-all solution. We’re changing all that by putting the focus back on you—your unique story, your goals, and your future.
So, whether you’re just starting to save, preparing for a major life event, or planning for retirement, you can trust that we’re here to walk beside you every step of the way.
Our Story: Why We Care So Much About What We Do
For me, this work has always been deeply personal. I grew up watching two incredible women—my mother and grandmother—give everything they had to provide for their families. They were smart, hardworking, and determined, but like so many others, they didn't have the tools or knowledge to plan for their own financial futures.
And when health challenges like Alzheimer's and dementia entered their lives, they were unprepared for the financial strain that followed. Watching them struggle with both their health and finances had a profound impact on me. I began to wonder:
Did they ever think about what it would mean to grow old?- Did they have the information they needed to plan for retirement or future care?
- How could their lives have been different with just a little more financial education and preparation?
These questions stayed with me. And they're why I started Grooms Financial Advocacy.
I don't want anyone else—especially women—to face the struggles my family endured. Women often live longer, earn less, and step away from their careers to care for loved ones, leaving us more vulnerable to financial insecurity. That's why I'm here: to provide the education, tools, and support women need to change that narrative and build a stronger, more secure future.
This isn't just a business to me—it's a mission fueled by passion, experience, and a commitment to make a difference.
Who We Work With
We focus on helping women like Tracy here:
- She’s 35, earns $50,000 a year, and works hard to provide for her family.
- She wants to plan for retirement, save for her kids’ college, and make sure her family is always protected.
- She’s a little overwhelmed by all the options out there and worried about running out of time to get it all figured out.
If this sounds like you, know that you're not alone—and we're here to help.
How We Can Help
Here's a quick glimpse of how we make financial safety simple, straightforward, and tailored to all your needs:
- Step 1:
Financial Assessment
We’ll start by getting a clear picture of where you are today and where you want to go.
- Step 2:
Personalized Recommendations
Based on your goals, we’ll create a custom plan that works for you. Whether it’s saving for retirement, protecting your family, or building wealth, we’ll find the right strategies for your needs.
- Step 3:
Ongoing Support
Your life will change, and so will your financial needs. We’ll always be here to help you adjust your plan and keep moving forward, no matter what life throws our way.
So, Why Work With Us?
We get it—financial safety and security can often feel overly complicated and confusing, especially if you're working with some large firm that doesn't take the time to get to know you. But you'll be happy to know that's not how we do things here:
It's All About You:
Your goals, your worries, your unique situation. I take the time to listen and create solutions that are tailored specifically for you.
Education First:
I believe in transparency. I don't just give you options—I make sure you actually understand them.
No One-Size-Fits-All Advice:
Your financial future deserves more than cookie-cutter solutions.
Long-Term Relationships:
You can believe me when I tell you that I'll always be here for the journey, helping you adjust as your life and priorities evolve.
Frequently Asked Questions
Got questions? We don’t blame you! After all, finally getting all your finances sorted out is a pretty big deal! So, here are some of the most common questions we get, along with some answers to help you feel more confident about working with us.
Have more questions? I'd love to answer them.
Let's Build Your Future Together
Your financial future is just too important to leave to chance. Whether you’re ready to dive in or just want to explore your options, I’m here to help.
Together, Let’s create a plan that works for you.
Schedule Your Free ConsultationNo cost. No pressure. Just clarity and confidence.
