Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

mountain climbers

Samuel Groom

Financial Advisor

As an Account Vice President and Wealth Advisor at UBS Wealth Management I strive to provide my clients with compelling value and unparalleled service by creating and executing individualized tailor fit solutions to all of their financial and advisory needs. Whether my clients are accumulating wealth, enjoying retirement, or protecting and planning for their loved ones financial futures, I provide customized solutions for each aspect of their current and future financial needs.

As a Wealth Advisor located in the Rutland, VT branch of UBS Wealth Management. I have  over 20 years of experience as a Financial Advisor and currently hold series 7,31,63 and 65 Advisory Licenses. Prior to pursuing a career in Investment Management in the mid 1990's, I was a Managing Director for the Princeton Review. I received a BS with honors from Georgetown University in Washington DC. I enjoy skiing, swimming, hiking, obstacle race competition and collecting and maintaining historic automobiles.

 

Personal & Community

  • Board of Directors, The Vermont Achievement Center
  • Volunteer time as an academic tutor and mentor helping adolescents in the community prepare for University
Registered States:
  • CA
  • CO
  • CT
  • FL
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT

Education

  • BS with Honors, College of Arts and Science, Georgetown University
67 Merchants Row
Suite 102
Rutland, VT 05701
  • (802) 772-3213

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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