Bob and Terry Grooms are licensed insurance producers and financial consultants with Accelerated Wealth, a company dedicated to developing customized solutions so their clients can achieve long-term financial health. The Grooms’ team are educators first and a financial specialist second. They firmly believe in solution driven education.
They operate by a Prime Directive that has two rules:
Rule 1 Don’t Lose Money
Rule 2 Don’t Forget Rule Number 1
They focus on three areas:
(1) Educating the senior population in financial strategies while maintaining and securing their clients’ wealth to last a lifetime. Bob and Terry help their clients reduce or eliminate taxes, assist in The End of Life Planning, Long Term Care, and VA Aid and Attendance. The Grooms team makes sure their client’s assets are passed on successfully to their heirs.
(2) The Infinite Banking Concept. Educating people how they can eliminate the interest they pay for large ticket items such as cars or equipment by becoming their own family bank.
(3) Arbitrage. Bob & Terry guide clients through the retirement planning process and leave nothing to chance. The Annuity Arbitrage Program demonstrates the power of leverage to help provide survivor income, enhance estate assets and provide estate liquidity as well as potential protection from taxation. Additionally, our client’s heirs can participate in tax free, probate free, cash.
They have certifications including. “IRA University – Keys to the IRA Kingdom,” “Retirement Planning University,” “Medicaid & VA Aid and Attendance,” “Becoming Your Own Banker,” as well as “MMA Financial Analysis Certification.”
Bob was in education for 30 years. Teaching is his passion. Honored with several peoples choice awards, Who’s Who Among Teachers, and being Walmart’s Teacher of the Year, Bob feels blessed every day to work with his lovely bride of 35 years and his great clients.
Terry is a dream builder. She takes her clients dreams and turns them into financial realities. Having a servant’s spirit, she has owned and operated several successful businesses in La Junta, CO. Known for her caring (but get it done) attitude she is the backbone of La Junta’s Accelerated Wealth’s success.
This Website is not intended to provide specific legal, financial, or tax advice. Accelerated Wealth recommends you seek the services of the appropriate licensed professional should you need advice about your individual circumstances.The programs and products from Accelerated Wealth consist of properly structured annuity and life insurance products. Life insurance products are not considered “retirement plans,” however when planned correctly and structured properly, life insurance products can provide significant cash value and living benefits along with death benefits. Accelerated Wealth, Accelerated Wealth Advisors, and other Accelerated Wealth Affiliates do not give tax, investment, or legal advice, consult your appropriate CPA or Attorney for details. Accelerated Wealth Advisors are independent insurance agents. Some products are not available in all states.
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