Scott E Grooms
Investment adviser representative at Mercer Global Advisors Inc.
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$84.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Mercer Global Advisors, Inc.Jun 2026 to now
- Total Global Logistical Solutions, Inc.Jul 2023 to now
- Grooms Wealth Management, Inc. (gwm, Inc.)Dec 2020 to now
- Rental PropertyNov 2020 to now
- Cetera Investment Advisers LLCJun 2023 to Jun 2026
- Cetera Wealth Services, LLCDec 2020 to Jun 2026
- Cwm, dba Carson PartnersDec 2020 to Jun 2026
- Gwm, LLCDec 2020 to Jun 2026
- Tgdiavgw, IncNov 2020 to Jun 2026
- Strategic Wealth Advisors GroupMar 2016 to Dec 2020
- LPL Financial, LLCFeb 2004 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1948212
- Firm CRD
- 147363