Oakmont of Montecito

Overview of Oakmont of Montecito

Oakmont of Montecito offers a luxury assisted living community dedicated to providing residents with a warm and supportive environment, ensuring they thrive and enjoy each day to the fullest. Situated in the heart of Concord, the community’s convenient location provides easy access to local amenities, shops, and medical services.

With a focus on personalized care, amenities, and a compassionate team, Oakmont of Montecito creates a welcoming and enriching environment for its residents. The community is committed to delivering a premier retirement living experience in Concord, catering to the unique needs and preferences of each individual.

Residents can indulge in the community’s heated swimming pool, stroll through the garden’s twisting paths, enjoy the sunshine in the courtyard, and relax in the shade of fruit trees while participating in the numerous outdoor events. Oakmont of Montecito truly embodies the ultimate retirement community, where luxury, care, and a vibrant lifestyle converge.

Facility Direct Line (925) 856-4260

118-bed community

A larger shared setting that may offer more common spaces and organized community services.

4 years in operation

An established community with some operational experience and growing routines.

Walk Score: 69 / 100

Moderately walkable. Some errands can be accomplished on foot, with a mix of nearby amenities.

About this community

Occupancy

Occupancy rate

72%

Similar to the California average: 72.8%

Occupied beds

85 / 118

Average occupied beds in California homes 87 beds

Facility TypeResidential Care Elderly

IssuanceJune 9, 2022

CountyMarin

RCFE Number079200888

Oakmont of Montecito is legally operated by Oakmont Sr. Lvng. Of Novato Opco LLC and Oakmont Et Al, and administered by Scott Davis.

Licensed Nurses/CNAs

24-Hour Staffing

Since 2022 · 4 years of data 25 citations 56 total visits 24 complaint visits 4 official inspections 19 complaint investigations

Inspection Score

22 points below the California average for assisted living residences (81/100)

Inspection Scorecard This scorecard compares key inspection, citation, and complaint metrics at this facility against the California state average. Metrics rated ≥15% worse than average are highlighted in red; those ≥15% better are highlighted in green.

Since 2022 vs. California state average

Overall vs. CA average

Latest Inspection December 18, 2025 Complaint Investigation

Citations Citations are formal regulatory issues recorded during state inspections.	This Facility	CA Average	vs. CA Avg
Total citations Formal regulatory issues recorded by inspectors across all inspection types.	25	10	This facility has 150% more total citations than a typical California assisted living residence (25 vs. CA avg 10).↑ 150% worse
Serious citations (Type A) Citations that pose an immediate risk to resident health or safety. Type A citations are the most serious and typically require prompt corrective action.	15	3	This facility has 400% more serious citations (type a) than a typical California assisted living residence (15 vs. CA avg 3).↑ 400% worse Rank #1111 / 1160 Serious citations (Type A) — State benchmarked This home is ranked 1111th out of 1160 homes in California for # of serious citations. Shows this facility's # of serious citations compared to the California average among 1160 comparable communities in the ranking pool. Rankings are based only on facilities in California that report data for that category. Facilities without available data are excluded from the ranking.
Moderate citations (Type B) Citations that do not pose an immediate risk but still represent a departure from required care or operational standards.	10	4	This facility has 150% more moderate citations (type b) than a typical California assisted living residence (10 vs. CA avg 4).↑ 150% worse
Citations per year Average citations per year since 2022.	6.3	2.5	This facility has 152% more citations per year than a typical California assisted living residence (6.3 vs. CA avg 2.5).↑ 152% worse
Citations per inspection Average citations per inspection.	0.4	3.3	This facility has 88% fewer citations per inspection than a typical California assisted living residence (0.4 vs. CA avg 3.3).↓ 88% better

Inspections & Visits State inspections evaluate whether the facility meets health and safety standards.	This Facility	CA Average	vs. CA Avg
Total visits Combined count of complaint visits, other regulatory visits, and official scheduled inspections.	56	16	This facility has 250% more total visits than a typical California assisted living residence (56 vs. CA avg 16).↑ 250% worse
Complaint visits On-site visits triggered by formal complaints filed by residents, families, or staff.	24	13	This facility has 85% more complaint visits than a typical California assisted living residence (24 vs. CA avg 13).↑ 85% worse Rank #1182 / 1388 Complaint visits — State benchmarked This home is ranked 1182nd out of 1388 homes in California for # of complaint visits. Shows this facility's # of complaint visits compared to the California average among 1388 comparable communities in the ranking pool. Rankings are based only on facilities in California that report data for that category. Facilities without available data are excluded from the ranking.
Other visits Regulatory visits that are neither routine inspections nor complaint investigations — administrative check-ins, follow-up reviews, licensing-related visits.	28	7	This facility has 300% more other visits than a typical California assisted living residence (28 vs. CA avg 7).↑ 300% worse
Official inspections Routine, scheduled inspections conducted by state regulators to evaluate whether the facility meets federal and state standards.	4	4	This facility has official inspections in line with the California average (4 vs. CA avg 4).— At avg
Complaint investigations On-site investigations triggered by complaints filed with California regulators.	19	10	This facility has 90% more complaint investigations than a typical California assisted living residence (19 vs. CA avg 10).↑ 90% worse

Inspection Reports Summary An editor-reviewed summary of the themes and findings across this facility's recent inspection reports.

December 18, 2025 complaint investigation cited one deficiency for failure to protect personal rights after a resident slapped another, with no injuries reported and the complaint amended to unsubstantiated.
April 16, 2025 annual inspection cited two deficiencies: 2 of 8 resident records lacked updated physician reports and 7 of 8 staff lacked current First Aid and CPR certification, posing immediate risk.
Multiple investigations from 2022 through 2024 found repeated failures in timely incident reporting, inadequate memory care staffing, medication errors, and failure to protect residents from abuse, resulting in civil penalties and ongoing non-compliance.

Show Inspection Reports

What does this home offer?

No pets allowed

Housing Options: Studio / Suite / 1 Bed / 2 Bed

Building Type: 3-story

Fitness and Recreation

Living Spaces & Floor Plans for Oakmont of Montecito

3.1 miles from city center Estimated distance in miles from Concord's city center to Oakmont of Montecito's address, calculated via Google Maps. — 6.3 miles to nearest hospital (Kaiser Permanente Walnut Creek Medical Center)

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Compare Assisted Living around Concord

The information below is reported by the California Department of Social Services and Department of Public Health.


TreVista Senior Living at Concord	AL HOS MC RC	Concord	160	Yes	46	59	5	31 Facility 31 CA AVG 13 Rank #1263 / 1388	7 Facility 7 CA AVG 3 Rank #984 / 1160	6	94.4%	Treg Concord Op Dir, LLC And Bullards Bar, LLC	Studio / 1 Bed
Oakmont of Concord	AL MC	Concord	121	Yes	62	81	4	17 Facility 17 CA AVG 13 Rank #1056 / 1388	0 Facility 0 CA AVG 3 Rank #1 / 1160	4	78.5%	Oakmont Sr. Lvng Of Concord Opco And Oakmont Mgmt Group	Studio / Suite / 1 Bed / 2 Bed
Oakmont of Montecito	AL MC	Concord	118	No	69	59	4	24 Facility 24 CA AVG 13 Rank #1182 / 1388	15 Facility 15 CA AVG 3 Rank #1111 / 1160	4	72.0%	Oakmont Sr. Lvng. Of Novato Opco LLC And Oakmont Et Al	Studio / Suite / 1 Bed / 2 Bed

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Multipurpose Senior Services Program

MSSP (Medi-Cal Waiver)

Age 65+

General California resident, Medi-Cal eligible, nursing home risk.

Income Limits (2025) ~$2,829/month 300% FBR, individual

Asset Limits $2,000 (individual), $3,000 (couple).

County-managed; waitlists possible.

Benefits

In-home support (4-6 hours/day) Respite care (14 days/year) Meals (~$6/meal) Transportation (8 trips/month) Care management

In-Home Supportive Services (IHSS)

California IHSS

Age 65+

General California resident, Medicaid-eligible or low-income.

Income Limits ~$1,732/month individual, Medi-Cal threshold

Asset Limits $2,000 individual

Can hire family as caregivers.

Benefits

Personal care (up to 283 hours/month) Homemaker services Respite (varies)

Multipurpose Senior Services Program (MSSP)

CA MSSP

Age 65+

General California resident, Medi-Cal-eligible, nursing home-eligible but community-capable.

Income Limits ~$2,829/month 300% FBR, individual

Asset Limits $2,000 individual

Available in 38 counties; waitlists common.

Benefits

Case management Respite care (up to 10 days/year) Minor home mods (avg. $500) Adult day care (~$50/day)

Property Tax Postponement Program (PTP)

CA PTP

Age 62+

General California resident, own and live in home, 40% equity.

Income Limits (2025) ~$51,500/year household, adjusted annually

Asset Limits Equity-based; no strict asset cap.

Deferred taxes accrue interest (5% as of 2024); repaid upon sale/death.

Benefits

Property tax deferral (avg. $1,000-$3,000/year, varies by county)

Assisted Living Waiver (ALW)

CA ALW

Age 65+ or disabled

General California resident, Medi-Cal-eligible, nursing home-eligible.

Income Limits ~$2,829/month 300% FBR, individual

Asset Limits $2,000 individual

Available in 15 counties (e.g., LA, Sacramento); waitlists common.

Benefits

Personal care in ALFs (5-7 hours/day) Medication management Social services

California CARES Program

CA CARES

Age —

General Caregivers of California residents 60+ needing help with 3+ daily activities; no caregiver age limit.

Income Limits No strict limit; cost-sharing above ~$2,500/month threshold.

Asset Limits Not applicable; need-based.

High demand in urban areas; complements IHSS respite.

Benefits

Respite care (up to 10 days/year) Counseling (4-6 sessions/year) Training (2-3 workshops/year) Supplies (~$200/year)

Who is the owner of Oakmont of Montecito?

Oakmont of Montecito is legally operated by Oakmont Sr. Lvng. Of Novato Opco LLC and Oakmont Et Al, and administered by Scott Davis.

Is Oakmont of Montecito in a walkable area?

Oakmont of Montecito has a walk score of 69. Moderately walkable. Some errands can be accomplished on foot, with a mix of nearby amenities.

What is the occupancy rate at Oakmont of Montecito?

Oakmont of Montecito's occupancy is 72%.

Are pets allowed at Oakmont of Montecito?

No, Oakmont of Montecito has a no-pet policy.

Who is the administrator of Oakmont of Montecito?

Scott Davis is the administrator of Oakmont of Montecito.

How many beds does Oakmont of Montecito have?

Oakmont of Montecito has 118 beds.

Has Oakmont of Montecito had any citations?

Oakmont of Montecito has had 25 reported citations since 2022 according to records from California Department of Social Services (CDSS).

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