We can’t predict the future,
but we can help you prepare.
Helping You Gain Clarity and Confidence Through Personalized Financial Planning
“Kindness Is Always Included”
The Three Groves Difference
Life often brings many challenges, but we prefer to look at them as opportunities to improve your financial future. To fully capture these opportunities, you need a creative advisor and support team that has a vision for the future, attention to detail and a passion to provide dependable ongoing support. Let’s have a conversation that focuses on how you can make the best use of your financial resources to help protect your family and lifestyle.
Our Approach
Through personalized financial planning, we help families, individuals, and business owners protect the life they’ve built and create a secure, meaningful future. We can’t predict the many changes that life, your business, or the markets bring, but we can help you prepare.
Our Core Values
TRUST
Your trust is not something we take lightly. Having honest conversations is what truly develops our relationship.
STRATEGY
Strategy can be more important than product. It’s not about being there, it’s about getting there.
KNOWLEDGE
Staying up to date with education and training keeps us on the cutting edge.
INNOVATION
Utilizing technology allows us to be as efficient as possible.
PERSONALIZATION
Solutions are not “one size fits all.” Every scenario is unique and so are our solutions.
SERVICE
We take service seriously. Our team is diligent—we follow up, and we follow through.
Our Location
2455 Bennett Valley Road - Suite B200
Santa Rosa, CA 95404