Brooks Wealth Management LLC (BWM)

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🔒 Client Center
Youtube Instagram Linkedin-in
🔒 Client Center

Why I Started Brooks Wealth Management

Financial advice should be personal, independent, and rooted in real relationships, not product pitches or corporate quotas. After years in the industry, I saw how large firms can prioritize internal sales goals over what’s best for the client. I wanted to build something better, grounded in trust, transparency, and long-term thinking.

Independent, Fiduciary Advice

As a 100% independent Registered Investment Advisory firm, I’m paid solely by clients. Every recommendation is made with one goal: to do what’s best for you. “Fee-only” means no commissions, no product kickbacks, and no third-party incentives — advice stays unbiased and aligned with your best interests.

About Me

Faith and family are central in my life. My wife and I met at Colorado State University, where I played football, and today we live in Ventura County, California. Outside of work, we enjoy golf, skiing, and time outdoors.

The mission isn’t to be the biggest firm, it’s to grow thoughtfully, serve with integrity, and provide families with clarity and confidence.

How I Work

Discovery & Deep

We start with a structured discovery process to understand both the numbers and the people behind them. This includes your goals, concerns, values, cash flow, investments, taxes, benefits, and any upcoming decisions.
Direction Arrows
Step 01

Comprehensive Financial Plan

I review the information and build a comprehensive financial plan that connects everything together. This is where tradeoffs become clear, priorities are defined, and recommendations are made in context.
Direction Arrows
Step 02

Implementation

Once the plan is aligned, we implement decisions deliberately. This may include investment changes, tax strategies, account structure, or planning follow-through.
Direction Arrows
Step 03

Ongoing Review & Refinement

Financial lives change. Markets change. Tax rules change. We review progress regularly, update the plan as life evolves, and make adjustments when needed — keeping things efficient and intentional.
Step 04

How I Work

Discovery & Deep Understanding

We start with a structured discovery process to understand both the numbers and the people behind them. This includes your goals, concerns, values, cash flow, investments, taxes, benefits, and any upcoming decisions.
Direction Arrows
Step 01

Comprehensive Financial Plan

I review the information and build a comprehensive financial plan that connects everything together. This is where tradeoffs become clear, priorities are defined, and recommendations are made in context.
Direction Arrows
Step 02

Implementation

Once the plan is aligned, we implement decisions deliberately. This may include investment changes, tax strategies, account structure, or planning follow-through — always at your pace.
Direction Arrows
Step 03

Ongoing Review & Refinement

Financial lives change. Markets change. Tax rules change. We review progress regularly, update the plan as life evolves, and make adjustments when needed — keeping things efficient and intentional.
Step 04

Credentials & Affiliations

Certified Financial Planner™ (CFP®)

NAPFA Member

XY Planning Network

Licenses, Registrations & Memberships

Scott Brooks Advisor Registration (CRD #7227609)

Brooks Wealth Management Firm Registration (CRD #332237)

Scott Brooks CFP Board (Certified Financial Planner)

National Assocation of Personal Financial Planners Membership

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