Matt Groome
Co-CEO, Colton Groome & Company
Professional Overview
Matt Groome is the Co-CEO of Colton Groome & Company, a leading financial services firm based in Asheville, North Carolina. With over 15 years of experience in the industry, he has developed deep expertise in financial planning, investment management, and strategic business advisory services.
Experience Summary
Current Role
As Co-CEO, Matt is responsible for driving the overall vision and strategic direction of Colton Groome & Company. He oversees the firm's operations, client engagement, and talent management, ensuring the delivery of exceptional service and innovative solutions to the company's diverse client base. Under his leadership, the firm has experienced significant growth and solidified its reputation as a trusted advisor to individuals, families, and businesses in the region.
Career Progression
Prior to his current role, Matt held the position of Senior Associate at Dixon Hughes Goodman LLP, where he gained valuable experience in financial analysis, tax planning, and client relationship management. He also previously served as the Secretary to all the Secretaries at the UNC Kenan-Flagler Business School, where he developed strong organizational and administrative skills.
Academic Background
Matt holds a Bachelor's degree in Business Administration from the University of North Carolina at Chapel Hill, with a focus on Finance and Accounting. He is a Certified Financial Planner (CFP) and has continuously sought to expand his professional knowledge and capabilities through ongoing education and training.
Areas of Expertise
- Financial planning and investment management
- Business strategy and operational optimization
- Tax planning and compliance
- Wealth preservation and intergenerational wealth transfer
- Mergers, acquisitions, and business valuation
Professional Impact
Under Matt's leadership, Colton Groome & Company has consistently delivered exceptional financial and investment management services to its clients, helping them achieve their long-term financial goals. He has been instrumental in the firm's growth, guiding the implementation of innovative technology solutions and fostering a collaborative, client-centric culture.
Matt is actively involved in the local community, serving on the Board of Directors for the Asheville Area Chamber of Commerce and volunteering with various non-profit organizations. His industry contributions and community engagement have earned him recognition as a respected leader and trusted advisor in the region.
Conclusion
With his extensive experience, strategic vision, and commitment to excellence, Matt Groome is well-positioned to continue driving the success of Colton Groome & Company and ensuring the firm's ongoing value to its clients and the community.
