Grooms Wealth Management, Inc.

Mill Valley, CA

California

Registered In

07/27/2005

Incorp. Date

Company Summary

Grooms Wealth Management, Inc. at 250 Camino Alto STE 100a, Mill Valley, Ca 94941 lists Scott E Grooms and Loren Quaglieri Grooms of Mill Valley, CA.

Overview

Registered In

California

Incorporation Date

07/27/2005

Company Type

Stock Corporation - Ca - General

Status

Terminated

Registration Type

Domestic

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People

Scott E Grooms Individual Agent	250 CAMINO ALTO STE 100A, MILL VALLEY, CA 94941 (View Past Addresses)
Scott E Grooms CEO	250 CAMINO ALTO STE 100A, MILL VALLEY, CA 94941 (View Past Addresses)
Scott E Grooms Chief Financial Officer	250 CAMINO ALTO STE 100A, MILL VALLEY, CA 94941 (View Past Addresses)
Scott E Grooms Director	250 CAMINO ALTO STE 100A, MILL VALLEY, CA 94941 (View Past Addresses)
Loren Quaglieri Grooms Director	250 CAMINO ALTO STE 100A, MILL VALLEY, CA 94941 (View Past Addresses)
Loren Quaglieri Grooms Secretary	250 CAMINO ALTO STE 100A, MILL VALLEY, CA 94941 (View Past Addresses)

Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

250 CAMINO ALTO STE 100A, MILL VALLEY, CA 94941 (Mailing) View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Grooms Wealth Management, Inc.

Form 5500

GROOMS WEALTH MANAGEMENT, INC.

250 Camino Alto, Suite 200, Mill Valley, Ca 94941 (415) 381-7585 EIN:82-3205073 Plan Admin:Scott E Grooms

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameGROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$357,871 / $0	2022	GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN - Plan #001	4 / 0	$357,871 / $0
2022	Plan NameGROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 0 Assets BOY/EOY$13,581 / $0	2022	GROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	4 / 0	$13,581 / $0
2021	Plan NameGROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,276,383 / $357,871	2021	GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN - Plan #001	4 / 4	$2,276,383 / $357,871
2021	Plan NameGROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$683,397 / $13,581	2021	GROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	4 / 4	$683,397 / $13,581
2020	Plan NameGROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,079,061 / $2,276,383	2020	GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN - Plan #001	4 / 4	$2,079,061 / $2,276,383
2020	Plan NameGROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$531,105 / $683,397	2020	GROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	4 / 4	$531,105 / $683,397
2019	Plan NameGROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$387,045 / $535,285	2019	GROOMS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #002	4 / 4	$387,045 / $535,285
2019	Plan NameGROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2019	GROOMS WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN - Plan #001	4 / 4	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

GROOMS WEALTH MANAGEMENT, INC.

250 Camino Alto Ste 200, Mill Valley, CA 94941-1450 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/17/2021	Approved$83,333 Forgiven$83,901 LenderLive Oak Banking Company Jobs4	02/17/2021	$83,333	$83,901	Live Oak Banking Company	4
04/10/2020	Approved$83,300 Forgiven$83,918 LenderLive Oak Banking Company Jobs4	04/10/2020	$83,300	$83,918	Live Oak Banking Company	4

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration