Gregory Allen Grooms
Investment adviser representative at Charles Schwab & Co., Inc.
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
27 years in the industry.
- Charles Schwab & Co., Inc.Nov 2016 to now
- Mhs Partners LLCSep 2016 to now
- 1st Global Insurance Services, Inc.Mar 2006 to Nov 2016
- 1st Global Advisors, IncMay 1999 to Nov 2016
- Davis, Monk & CompanyApr 1999 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 2499336
- Firm CRD
- 5393