News & Updates

Colton Groome at Big Brothers Big Sisters

Community Outreach in 2019

By Diamond Adams | Apr 1, 2020

(L to R) Matt Donohue, Stacey Anderson, Jamye Davis (Big Brothers Big Sisters of WNC), Laura Green, and Colin Larsen…

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ERISA Attorney Kelsey Mayo

Retirement Plans & COVID-19: FAQ’s with ERISA Attorney, Kelsey Mayo

By Diamond Adams | Mar 30, 2020

Retirement Plans & COVID-19: Frequently Asked Questions with ERISA Attorney, Kelsey Mayo You’ve got questions. We’ve got answers. This Colton…

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Highest Volatility Since 1987

By Diamond Adams | Mar 19, 2020

The Big Number: 131% One-week market volatility highest since 1987 Black Monday Crash This level of market volatility is truly…

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Colton Groome’s Virtual Office is Open

By Diamond Adams | Mar 16, 2020

Physical Office Now Closed (Except for Prescheduled Meetings) March 16, 2020 During times like these your Colton Groome team is…

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Contingency Planning for COVID-19

By Diamond Adams | Mar 13, 2020

Dear Clients, This is a simple update to keep you informed in the event Colton Groome implements a temporary work-from-home…

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G. Tate Groome, Co-CEO and Director of Insurance Strategies, author of The Best Policy

G. Tate Groome Accredited Estate Planner® Designation & Book Release

By Diamond Adams | Feb 4, 2020

G. Tate Groome, CFP®, CLU®, AEP® 2019 spurred a process for advancement within Colton Groome’s culture. In addition to regularly…

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Bull & Bear as puppets on strings

2019 Q4 Review | 2020 Outlook

By Diamond Adams | Jan 28, 2020

The Colton Groome Investment Committee invites you to read insightful research and commentary on markets and the economy, shown below.…

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Photo of Carl Petty, Guest Speaker on April 28, 2020

Carl Petty on Leading Your Way to Growth

By Diamond Adams | Jan 24, 2020

This event has been postponed due to COVID-19 concerns. If you are already registered for this event, Colton Groome will…

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Businessman With Scissors cutting the word Fee

Charles Schwab & Company to eliminate specific trading commissions.

By Diamond Adams | Oct 8, 2019

Colton Groome & Company is proud of its ability to deliver global resources with local accountability. One example of this…

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LOGO-W-I-R.-transparency-White-lettering

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. 

Horizon Investments, LLC is a separate entity from Valmark Securities Inc. and Colton Groome & Company.

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 FINRASIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.