Michael L Groomes, Financial Profesional

Michael L Groomes,  Financial Profesional Michael is a holistic advisor who focuses on serving retiring individuals through social security education and optimization strategies.

Additional services include business benefits, estate planning, education planning and investment advisory.

https://events.yourretirementtimeline.org/OOHUSQ
04/28/2026

https://events.yourretirementtimeline.org/OOHUSQ

Effectively integrating Social Security benefits with your other retirement income sources is crucial for maximizing your retirement security. A coordinated approach can help optimize your benefits, minimize taxes, and ensure you don't outlive your money.

03/27/2026

The reminds retirees who turned 73 in 2025 that they may need to take their first retirement plan required minimum distribution by April 1, 2026. Find out more: IRS.gov/RMD

If you are preparing for retirement and want to understand how to optimize social security and coordinate your retiremen...
03/27/2026

If you are preparing for retirement and want to understand how to optimize social security and coordinate your retirement benefits with social security this is a great opportunity to do so.

Effectively integrating Social Security benefits with your other retirement income sources is crucial for maximizing your retirement security. A coordinated approach can help optimize your benefits, minimize taxes, and ensure you don't outlive your money.

12/25/2025

Happy holidays and Merry Christmas!

12/25/2025

Merry Christmas and happy holidays!!

https://events.yourretirementtimeline.org/X4GCYQ
09/25/2025

https://events.yourretirementtimeline.org/X4GCYQ

Effectively integrating Social Security benefits with your other retirement income sources is crucial for maximizing your retirement security. A coordinated approach can help optimize your benefits, minimize taxes, and ensure you don't outlive your money.

Mortgage rates have risen, making home affordability more challenging, but many continue to buy. If you’re looking for a...
07/23/2024

Mortgage rates have risen, making home affordability more challenging, but many continue to buy. If you’re looking for a new house, it's crucial to maximize your finances. Here are some tips to reduce the impact of high interest rates on your wallet and monthly payment.
If you have questions about personal finances and buying a home, please feel free to contact me.
https://nyl.co/4fbJqYP

If you’re planning to retire in the next few years, it’s important to be prepared. Taking steps now to manage your finan...
07/15/2024

If you’re planning to retire in the next few years, it’s important to be prepared. Taking steps now to manage your finances can help you enjoy your golden years with fewer concerns. Here’s a great article with five tips to make your retirement a little sweeter.
If you have questions about reaching your retirement goals, please feel free to contact me.
https://bit.ly/3WmEvwU

The reality is, it's never too late to work on your retirement dreams. Read this interesting article to find out more. R...
06/25/2024

The reality is, it's never too late to work on your retirement dreams. Read this interesting article to find out more. Read about 3 general reasons you can still successfully plan for retirement, no matter when you start.
For more about information on the topics mentioned in the article and your personal retirement strategy, please feel free to contact me.
https://bit.ly/3RIN16q

Today is a day of celebration and hope, as we reflect on the struggle for equality African Americans have faced througho...
06/19/2024

Today is a day of celebration and hope, as we reflect on the struggle for equality African Americans have faced throughout history.

Address

5335 Far Hills Avenue, Suite 303
Dayton, OH
45429

Opening Hours

Monday 8am - 9pm
Tuesday 8am - 9pm
Wednesday 8am - 9pm
Thursday 8am - 9pm
Friday 8am - 9pm
Saturday 10am - 4pm

Telephone

+19373296948

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