I ran 30x9.5" BFG At's on my 2000 with no lift for awhile. Both sway bars connected, and the wheeling I did was minimal (I hadn't found anywhere to wheel yet!). I managed to get one of the rear tires to run the inside of the wheelwell just a little ONCE. I was LOADED down with people and camping supplies and hit a bump in the road at ~35 mph.
Now that I have the rear swaybar gone, JKS disco's on the front and a 2" OME lift, I can get a little rubbing in several places when disco'd and flexed out - but nothing major and nothing on the road.
You should be fine. Concerning metric sizes... I think 235's are about 30" but I'm not sure. The 30's were cheaper than 235's when I got them. Maybe just a fluke or maybe 30's are always cheaper (more popular?)
EDIT: Concerning mileage... my mileage APPEARED to drop several mpg, but after checking actual mileage it turns out that the stock speedo was measuring too fast to begin with and the 30's actually corrected it! Nonetheless, I think my mileage went down very slightly - maybe 1 mpg. The 4.0 is more efficient at higher rpm's and the 30's lower your rpms at a given speed. My guess is that 3.73's would be best... but it's not enough of a change to be worth it.