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1 (415) 737-5003

Client Login

1 (415) 737-5003

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Financial Peace of Mind
for Busy Families

We'll help you build a financial road map
to achieve your dreams

Our Services
Contact Us Today
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Comprehensive
Financial Planning

Our plans take into consideration all
aspects of your financial life

Our Services
Contact Us Today
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Evidence-Based
Investment Expertise

Proven academic research and over 15 years
of investment experience drive our investment strategy

Our Services
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2017 Heart of Financial Planning Award Winners

Redwood Grove Wealth Management is pleased to announce that Tanya Steinhofer was awarded the 2017 Heart of Financial Planning award by the Financial Planning Association (FPA). The Heart of Financial Planning Award recognizes financial planning professionals, firms and organizations that demonstrate remarkable commitment and passion to contribute or give back to the financial planning community and/or public. Read More


Welcome to Redwood Grove Wealth Management

Redwood Grove Wealth Management is an independent, fee-only financial planning firm based in Marin County, California.  Our mission is to enable clients to live fulfilling lives by exploring and integrating their core values and dreams into their financial plan.  We offer portfolio management and holistic financial planning covering all aspects of a client’s financial life, such as investment, tax, insurance, retirement, college and estate planning. Our focus is on helping families with young children, women of all ages, and those interested in sustainable/socially responsible investing (SRI).

The California Coastal Redwood is the state tree of California and as a species includes some of the longest-living trees on earth (2,200 years). A tannin-rich bark and foliage that start well above the forest floor help the trees to be both fire and insect-resistant, contributing to their longevity.  At Redwood Grove, we strive to help our clients live long, prosperous lives by ensuring their values and finances are aligned.

Our Services

Redwood Grove offers comprehensive financial planning on either a one-time or on-going basis and portfolio management services. As a fee-only firm, our only compensation is the money our clients pay us for these services.
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Bay Area Green Business
Redwood Grove is a California-state registered investment advisor and a certified Marin/Bay Area Green Business.
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