Scott Grooms, Certified Financial Planner R
Scott Grooms, CERTIFIED FINANCIAL PLANNER®, Senior Wealth Advisor and Shareholder at Mercer Advisors CA Insurance License #0B33954.
06/01/2026
Prices are higher.
Yet consumers continue to spend.
What's making that possible, and what could it mean for the economy and markets if that changes?
This week's commentary takes a closer look at one of the biggest stories beneath today's market headlines. https://bit.ly/4eigAHC
05/30/2026
Most IRA advice starts with a general rule.
Roth if you expect higher taxes later. Traditional if you expect the same or lower tax bracket in retirement.
Helpful, but only to a point.
Your actual contribution options depend on the details. Before you choose Roth or traditional, see what your household may be allowed to contribute: https://bit.ly/3DSygqB
05/27/2026
Retiring early is easy to picture.
No Monday alarm. More time with the people and plans you keep saying you’ll get to someday.
To enjoy that freedom, your plan needs to support it.
Think early retirement could be within reach? See what your plan may be telling you: https://bit.ly/4vggGFI
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