Grooms Wealth Management, Inc.
California
Registered In
10/24/2017
Incorp. Date
Company Summary
Grooms Wealth Management, Inc. at 250 Camino Alto STE 200, Mill Valley, Ca 94941 lists Scott E Grooms of Mill Valley, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Merged Out
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Scott E Grooms
Individual Agent
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250 CAMINO ALTO STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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Scott E Grooms
CEO
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250 CAMINO ALTO STE 200, MILL VALLEY, CA 94941
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Scott E Grooms
Chief Financial Officer
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250 CAMINO ALTO STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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Scott E Grooms
Director
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250 CAMINO ALTO STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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Scott E Grooms
Secretary
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250 CAMINO ALTO STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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250 CAMINO ALTO STE 200, MILL VALLEY, CA 94941
(Mailing)
View Map
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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 |
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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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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