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Scott Grissom (CFP®, PhD)

Scott Grissom focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches.

Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests.

Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Additional Information

My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank!

NAPFA Start Date

March 29, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

9052 Cedarview Ave Jenison, MI 49428-9473 Phone: (616) 802-8018
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