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  5. GROOMS FINANCIAL GROUP, INC.

GROOMS FINANCIAL GROUP, INC.

Company Details

Entity Name: GROOMS FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 28 Dec 1988 (36 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 05 Dec 1990 (34 years ago)
Document Number: K54023
FEI/EIN Number 59-2922641
Address: 5401 West Kennedy Boulevard, Suite 100, Tampa, FL 33609
Mail Address: 5401 West Kennedy Boulevard, Suite 100, Tampa, FL 33609
ZIP code: 33609
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2022 592922641 2023-08-16 GROOMS FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 5401 W KENNEDY BLVD, SUITE 100, TAMPA, FL, 33609

Signature of
Role Plan administrator
Date 2023-08-16
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-16
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2021 592922641 2022-07-27 GROOMS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 5401 W KENNEDY BLVD, SUITE 100, TAMPA, FL, 33609

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-27
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2020 592922641 2021-07-30 GROOMS FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 2002 N LOIS AVE SUITE 160, TAMPA, FL, 336072363

Signature of
Role Plan administrator
Date 2021-07-30
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-30
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2019 592922641 2020-07-23 GROOMS FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 2002 N LOIS AVE SUITE 160, TAMPA, FL, 336072363

Signature of
Role Plan administrator
Date 2020-07-23
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-23
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2018 592922641 2019-07-11 GROOMS FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 2002 N LOIS AVE SUITE 160, TAMPA, FL, 336072363

Signature of
Role Plan administrator
Date 2019-07-11
Name of individual signing GSCOT GROOMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-11
Name of individual signing GSCOT GROOMS
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2017 592922641 2018-04-20 GROOMS FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 2002 N LOIS AVE SUITE 160, TAMPA, FL, 336072363

Signature of
Role Plan administrator
Date 2018-04-20
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-20
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2016 592922641 2017-07-13 GROOMS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 2002 N LOIS AVE SUITE 160, TAMPA, FL, 336072363

Signature of
Role Plan administrator
Date 2017-07-13
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-13
Name of individual signing GREGORY GROOMS
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2015 592922641 2016-05-10 GROOMS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 2002 N LOIS AVE SUITE 160, TAMPA, FL, 336072363

Signature of
Role Plan administrator
Date 2016-05-10
Name of individual signing ELIZABETH ARELLANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-10
Name of individual signing ELIZABETH ARELLANO
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2014 592922641 2015-07-09 GROOMS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 211 N LOIS AVE, TAMPA, FL, 336092232

Signature of
Role Plan administrator
Date 2015-07-09
Name of individual signing ELIZABETH ARELLANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-09
Name of individual signing ELIZABETH ARELLANO
Valid signature Filed with authorized/valid electronic signature
GROOMS FINANCIAL GROUP, INC. 401(K) PLAN 2013 592922641 2014-07-30 GROOMS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-03-01
Business code 524210
Sponsor’s telephone number 8132893788
Plan sponsor’s address 211 N LOIS AVE, TAMPA, FL, 336092232

Signature of
Role Plan administrator
Date 2014-07-30
Name of individual signing ELIZABETH ARELLANO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-30
Name of individual signing ELIZABETH ARELLANO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Grooms, Gregory Scot Agent 5401 West Kennedy Boulevard, Suite 100, Tampa, FL 33609

Chief Executive Officer

Name Role Address
GROOMS, GREGORY S. Chief Executive Officer 5401 West Kennedy Boulevard, Suite 100 Tampa, FL 33609

Vice President

Name Role Address
Grooms, Catherine Swanson Vice President 5401 West Kennedy Boulevard, Suite 100 Tampa, FL 33609

President

Name Role Address
GROOMS, GREGORY S. President 5401 West Kennedy Boulevard, Suite 100 Tampa, FL 33609

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000016052 GROOMS BENEFITS ACTIVE 2023-02-02 2028-12-31 No data 5401 W KENNEDY BLVD, SUITE 100, TAMPA, FL, 33609
G14000092034 GROOMS BENEFIT SOLUTIONS ACTIVE 2014-09-09 2025-12-31 No data 2002 N. LOIS AVE, SUITE 160, TAMPA, FL, 33607

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-03-01 5401 West Kennedy Boulevard, Suite 100, Tampa, FL 33609 No data
CHANGE OF MAILING ADDRESS 2022-03-01 5401 West Kennedy Boulevard, Suite 100, Tampa, FL 33609 No data
REGISTERED AGENT ADDRESS CHANGED 2022-03-01 5401 West Kennedy Boulevard, Suite 100, Tampa, FL 33609 No data
REGISTERED AGENT NAME CHANGED 2018-04-27 Grooms, Gregory Scot No data
NAME CHANGE AMENDMENT 1990-12-05 GROOMS FINANCIAL GROUP, INC. No data

Documents

Name Date
ANNUAL REPORT 2024-03-26
ANNUAL REPORT 2023-04-18
ANNUAL REPORT 2022-03-01
ANNUAL REPORT 2021-04-29
ANNUAL REPORT 2020-05-11
ANNUAL REPORT 2019-04-29
ANNUAL REPORT 2018-04-27
ANNUAL REPORT 2017-04-28
ANNUAL REPORT 2016-02-24
ANNUAL REPORT 2015-03-19

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 03 Feb 2025

Sources: Florida Department of State

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