Matt Groome, CFP®, CPA, QPFC
Matt’s brother, Tate, and Father, George, recruited Matt to the company after he spent three years as a CPA/senior tax associate for a large regional accounting firm in Charlotte. Matt has been with Colton Groome since 2009 and plans to retire in 2050, when the firm is 100 years old!
Matt works on the Retirement Plan Team and with Personal Financial Planning Clients. Matt started in the business leading our Retirement Plan team and was quickly recognized as an expert in the field with the passion to help business owners, not for profits and employees reach their retirement plan goals. Matt earned recognition in 2016, as the National Association of Plan Advisors Top 50 Retirement Plan Advisors in the United States Under Age 40. Matt takes his business owner mindset, retirement plan expertise, tax background and 13+ years of experience to lead personal planning client relationships. Many of his personal planning clients are business owners for which Colton Groome serves as a Retirement Plan advisor.
Matt is an Asheville High School, UNC-Chapel Hill Business Administration and Master of Accounting graduate. A true Asheville native, Matt volunteers his time with the WNC Bridge Foundation and WNC Human Resource Association.
When Matt is not working, you can find him hiking with his wife, Lauren, and children, Dani and Turner, coaching youth sports or spending time outdoors with their friends. Fun fact: He’s also a seven-time Asheville kickball Champion.
CFP®, CPA, QPFC
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Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.